Position in ORCL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$235,652
-$145,202 QoQ
Shares Held
1,608
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#3,054
of 3,492 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 61%
None 39%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Omnia Family Wealth, LLC holds $5,362,198 across 4 Software - Infrastructure names. ORCL ranks #3 (4.4% of the industry book) .
All Filings in ORCL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,652 | 1,608 | Shares | Defined | 2026-07-09 | |
| 2025-12-31 | $380,854 | 1,954 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $548,136 | 1,949 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $390,035 | 1,784 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $214,328 | 1,533 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||